CanvasLogic Features

Configuration - cpq (5)

Product Catalog: Allows users to search, filter, sort and select items to be added to quote
Guided Selling: Based on answering questions about customers the configurator automatically selects the best fit products
Configuration Rules: Rules ensure that users select only compatible options and that all required items are included
Price Configuration: Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price
Visual Configuration: Images can be displayed of options to enable users to visualize product options as it is being configured

Pricing Flexibility: Ability to support multiple pricing models for one-time, recurring, and other items
Discounting: Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements
Commerical Rules: Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations
Terms and Conditions: Ensure that users automatically include the right terms based on items being quoted
Approval Workflow: Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly
Renewals: Allows users to renew existing contracts based on contracted pricing and existing assets already owned

Grouping: Ability to easily group items on quotes; apply and manage discounts and pricing by group
Version Control: Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version
Quote Document Generation: Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)
Ordering: Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration
Contracts: Ability to convert accepted quotes into contracts; set up of required assets and contracts

Configuration Ease of Admin: Easily build and maintain configurator; flexibility to easily embed all desired business logic
Pricing Administration: Can easily build and maintain pricing logic required by business
Workflow Management: Easily build and maintain workflows, misc commercial fields, commercial rules
Document Management: Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs

CRM Integration: CRM integration is flexible and easy to maintain
Integration API: System provides API's that can be used to easily integrate to financial and other 3rd party systems
Internationalization: System support multiple currencies and languages to enable business in multiple countries
Scalability: Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers
Reporting and Dashboards: Easily generate desired reports and dashboard on configurations, pricing, and quoting
ERP Integration: ERP integration is flexible and easy to maintain

2D Visualizations: Enables products to be viewed and configured in two-dimensions.
3D Visualizations: Enables products to be viewed, configured and interacted with in three-dimensions.
CAD Visualizations: Generate a CAD diagram using the features selected in a product configuration.
AR Visual Configuration: Overlays a 3D representation of the product being configured onto a background captured live by the camera of a phone or tablet.
VR Visual Configuration: Places the product inside a computer-generated 3D scene where they can see a 360-degree of the product in its surroundings.
Drag-and-Drop Functionality: Allows sales representatives and customers to drag features from a menu onto the visualization of the product.
Floor Space Planning (FSP): Floor space planning (FSP) visualization tools are optimized for organizing the contents of a room, warehouse or building.
APIs and Integrations: Visual configuration tools often integrate with other tools, most prominently CPQ solutions.
Proposal Generation: Create sales proposals based on the visual product configurations.
Configuration Rule Mapping: Mapping between the attributes and actions in the nonvisual configuration engine and the attributes of the visualization.

Dynamic Quoting: Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior
Dynamic Pricing: Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors
Personalized Sale Recommendations: Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs